Ralliant (RAL) Investor Presentation summary
Event summary combining transcript, slides, and related documents.
Investor Presentation summary
16 Jul, 2025Planned separation and timeline
Public filing of Form 10 announced for planned spin-off, targeting separation by end of Q2 2025.
Ralliant to be listed on NYSE, with an equity roadshow in July and Investor Day on June 10, 2025.
Business overview and strategy
Focuses on precision instruments and highly engineered products for innovation across diverse end markets.
Aligned with secular growth trends, leveraging a culture of continuous improvement and balanced capital allocation.
Operates in two main segments: Test & Measurement (44% of 2024 revenue) and Sensors & Safety Systems (56%).
Serves 90,000 customers in over 90 countries, with $2.2B 2024 revenue and a $26B addressable market.
Competitive strengths include innovation leadership, strong partner ecosystem, and over 2,200 active patents.
Leadership and governance
Senior leadership includes CEO Tami Newcombe, CFO Neill Reynolds, and other key executives.
Presidents oversee Test & Measurement, Sensing, and PacSci EMC segments.
Latest events from Ralliant
- Growth driven by grid, defense, and electrification with strong financial targets.RAL
Morgan Stanley’s 13th Annual Laguna Conference14 Mar 2026 - Growth and profitability targets are supported by cost savings, innovation, and strong market demand.RAL
Barclays 43rd Annual Industrial Select Conference18 Feb 2026 - Guiding for 4% growth and 18%-20% EBITDA in 2026, with innovation and AI as key drivers.RAL
Citi's Global Industrial Tech & Mobility Conference 202617 Feb 2026 - Q4 revenue rose 1% to $555M, with strong cash flow and a $1.4B goodwill impairment.RAL
Q4 20255 Feb 2026 - Targets 3–5% annual growth and $1B+ free cash flow through 2028 post-separation.RAL
Investor Day 20253 Feb 2026 - Q2 revenue down 6% year-over-year; Sensors strong, T&M stabilizing, cost actions underway.RAL
Q2 202523 Nov 2025 - Targets 3-5% revenue growth and $1B+ FCF by 2028, led by defense, grid, and electrification.RAL
Baird 55th Annual Global Industrial Conference11 Nov 2025 - Q3 2025 delivered strong Utilities and Defense growth, solid cash flow, and new product launches.RAL
Q3 20258 Nov 2025 - Separation into two public companies targets Q4 2025, each with distinct growth strategies.RAL
Investor Presentation16 Jul 2025